Jonathan Davis Wealth Management
Chartered Financial Planners
We provide a complete wealth advice service. We have provided wealth advice since 1987.
Managing Director and wealth adviser, Jonathan Davis BA MBA FCII FPFS, and Senior Paraplanner, Brendan Bensley BA FPFS, are Chartered Financial Planners and Fellows of the Personal Finance Society.
Client Portfolio Performance From 1 Jan 2016
(Typical client portfolio v RPI / Cash, net of all fees)
We advise you based on what we would do, were we in your shoes, given what we know.
You seek a long term relationship with a wealth adviser. We want to work with you over the long term.
It is our principal aim that you are delighted after instructing us.
Look in Booms & Busts Reports for how we approached wealth management over recent months and years, and advised our clients.
Take a walk through the site. Then decide if you would like to speak to us, with no obligation. Truly, we can help you to achieve your goals. We do this for clients every day. See, above, what wonderful things our clients have said about us.
Contact us to see how we can help you:
Telephone: 0345 862 2919 or Email: firstname.lastname@example.org
After a brief discussion, once we are sure we can help, we will meet with you, and you will be under no obligation. Our in-depth discussions last around 2 hours. We will review your arrangements and tell you what you need to do to improve or, in some cases, to secure your position.
Click here to see why you need to contact us to have us as your wealth advisers.
Click here to read how we helped real families, like you.